The Justice Department gets it right again with another lawsuit, this time against Visa’s acquisition of Plaid.
Is the Internet Different?
A response to a critique of Aggregation Theory, and a defense of debate on an Internet devoid of gatekeepers.
2020 Bundles
The state of bundles in 2020: Netflix, Disney, Amazon, Microsoft, and Apple. Plus, Microsoft’s purchase of ZeniMax.
India, Jio, and the Four Internets
There are four Internets: China versus the U.S., and the E.U. and India. India’s potential new model rests on Jio.
Never-Ending Niches
The Internet changed how media competes to focus and quality, but quality is defined by your niche.
Dithering and Open Versus Free
Announcing the new Dithering podcast, and why it is important to fight for the open ecosystem that Spotify is trying to aggregate.
Facebook Invests in Jio Platforms, The Building of Jio, Understanding the Deal
Jio showed how the best way to serve the poor is to create a market for them, not simply give them charity like Facebook tried to do with Free Basics. That is why it makes sense for them to work together.
How Tech Can Build
Marc Andreessen has written (another) seminal essay: It’s Time to Build. What does that mean for tech and venture capital?
Coronavirus Clarity
The coronavirus crisis is making clear just how powerful tech companies are; hopefully this leads to a much more productive conversation about how that power should be utilized or regulated.
Morgan Stanley Acquires E*Trade, Intuit Reportedly Acquiring Credit Karma, User Acquisition and Market Power
Morgan Stanley acquired E*Trade, and Intuit is reportedly acquiring Credit Karma; both are about improving customer acquisition, but the competitive impacts differ.